whisper-money/tests/Feature
Víctor Falcón 021cb66643
feat(transactions): serve import dedup and account ledger from the backend (#631)
## Summary

Migrates the last two flows off the deprecated client-side
IndexedDB/Dexie "offline-first" model so they read from the backend
instead of the local database. The Dexie cache was already being
dismantled and is no longer the source of truth for the transaction
list; these two consumers were the last ones still tied to it, and the
local read could silently return incomplete data.

**Duplicate detection on import** and **the account detail transaction
list** now both come from the server.

### What changed

- **Import duplicate detection** → new `POST
/api/transactions/check-duplicates`. Matches on day + amount (integer
cents) + normalized description server-side, replacing
`sync()`-then-read-Dexie, which silently missed duplicates that fell
outside the local cache window.
- **Account detail transaction list** → served as an Inertia prop from
`AccountController@show` (eager-loading `category` + `labels`) instead
of fetching every transaction from `/api/sync/transactions` and
filtering client-side (which could show an incomplete list for accounts
with long history).
- **Import preview "existing transactions" panel** → reads from `GET
/api/transactions?account_id=…&per_page=10` (the index gains an
`account_id` filter + clamped `per_page`) instead of Dexie.
- `TransactionList` now renders only from the provided prop; the
`/api/sync` fetch path, the Dexie-backed search, and the `refreshKey`
refetch are removed (search is in-memory; create triggers a scoped
`router.reload({ only: ['transactions'] })`).

### Commits

1. `feat` — the backend migration (endpoints, controller prop, frontend
rewiring, tests).
2. `refactor` — centralize the "has transaction ledger" rule in
`AccountType::hasTransactionLedger()` (a single named concept the
frontend mirrors, documented as distinct from `isNonTransactional()`),
and add an `id` tiebreak for deterministic pagination.
3. `fix` — drop rows reassigned to another account from the account list
(they lingered now that the list no longer refetches).
4. `fix` — match Unicode whitespace (e.g. non-breaking spaces) in
server-side duplicate detection, matching the old JS behavior; hardens
endpoint tests.

## Review notes

Two review agents (architecture/quality and bugs/correctness) reviewed
the change. Applied: the `AccountType` single-source-of-truth, stable
pagination sort, the account-reassignment stale-row fix, the
Unicode-whitespace parity fix, and extra edge-case tests (validation,
date-range boundary, cross-user scoping).

**Deferred (follow-up):** `AccountController@show` still loads the
account's full transaction history into the Inertia payload. It's
acceptable now (single account, strictly better than the old
load-all-accounts approach) and marked with a `ponytail:` comment, but
accounts with very long history should move to a deferred +
cursor-paginated prop (the new `?account_id=` endpoint can back it).
Also, the deprecated Dexie/sync-manager stack (`sync()`, `getAll`,
`getByAccountId`, `/api/sync/transactions`) now has fewer callers and
can be retired in a dedicated cleanup.

## Test plan

- `tests/Feature/Api/TransactionDuplicateCheckTest.php` — matching,
normalization (incl. NBSP), date-range boundary, account scoping, IDOR,
validation.
- `tests/Feature/Api/TransactionIndexTest.php` — `account_id` filter +
newest-first order, `per_page` cap and lower clamp, cross-user scoping.
- `tests/Feature/AccountControllerTest.php` — the account-show
`transactions` prop (own vs other accounts, non-transactional accounts).
- Existing `DecryptTransactionsTest` (the other `/api/transactions`
consumer) unaffected.
- Frontend vitest suites for the touched areas pass.

Draft while the deferred payload/cleanup items are discussed.
2026-07-03 16:49:59 +02:00
..
Ai fix(security): scope job-status endpoints to owner + feature-area fixes (#627) 2026-07-03 14:49:32 +02:00
Api feat(transactions): serve import dedup and account ledger from the backend (#631) 2026-07-03 16:49:59 +02:00
Auth feat(users): track last login and last active timestamps (#516) 2026-06-10 11:01:30 +02:00
Commands feat(leads): add user lead re-invite campaign (#432) 2026-05-26 08:35:31 +02:00
Console fix: skip demo reset when demo account is disabled (#626) 2026-07-03 07:27:43 +00:00
Events fix: stop double-dispatching transaction listeners (N+1 insert into jobs) (#620) 2026-07-02 13:26:45 +00:00
Jobs feat(drip): email users stuck on the paywall a day after onboarding (#562) 2026-06-19 14:11:12 +00:00
Listeners feat(budgets): track multiple categories and labels per budget (#466) 2026-06-01 12:32:23 +02:00
Mail feat(leads): add user lead re-invite campaign (#432) 2026-05-26 08:35:31 +02:00
Onboarding feat(ai): defer per-transaction categorization until onboarding completes (#536) 2026-06-15 17:33:26 +02:00
OpenBanking perf(db): index transactions for the daily synced-email slow query (PHP-LARAVEL-3X) (#622) 2026-07-02 15:51:15 +02:00
Services feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
Settings fix(account): block deletion while subscription or trial is active (#531) 2026-06-14 20:46:44 +02:00
Sync refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
AccountBalanceControllerTest.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
AccountControllerTest.php feat(transactions): serve import dedup and account ledger from the backend (#631) 2026-07-03 16:49:59 +02:00
AccountUserCurrencyServiceTest.php fix(open-banking): stop storing the XXX no-currency placeholder on accounts (#602) 2026-06-27 16:01:21 +00:00
AiConsentSettingsTest.php refactor(ai): remove AiConsentSettings feature flag (#619) 2026-07-01 09:47:55 +02:00
AiConsentTest.php feat(ai): dismissable AI consent banner that stops after the first decision (#617) 2026-07-01 07:26:36 +00:00
AlignAccountsEncryptedFlagMigrationTest.php refactor(encryption): strip client-side transaction encryption (#514) 2026-06-20 16:13:26 +00:00
ApplyRealEstateRevaluationTest.php fix(real-estate): compound annual revaluation monthly (#337) 2026-04-27 07:35:51 +01:00
AuthenticatedLayoutSafeAreaTest.php fix(layout): keep bottom padding while floating nav is visible (#537) 2026-06-15 18:23:26 +02:00
AutomationRuleApplicationTest.php fix(security): scope job-status endpoints to owner + feature-area fixes (#627) 2026-07-03 14:49:32 +02:00
AutomationRuleEvaluationTest.php feat(transactions): add counterparty fields (#440) 2026-05-27 16:20:55 +02:00
AutomationRuleTest.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
BackfillAccountIbansCommandTest.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
BackfillXxxAccountCurrenciesTest.php fix(open-banking): stop storing the XXX no-currency placeholder on accounts (#602) 2026-06-27 16:01:21 +00:00
BalanceLookupTest.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
BudgetHistoricalAssignmentTest.php feat(budgets): track multiple categories and labels per budget (#466) 2026-06-01 12:32:23 +02:00
BudgetPeriodDateTest.php Remove budgets feature flag (#108) 2026-02-12 09:58:01 +01:00
BudgetPeriodServiceTest.php fix(budgets): make period generation idempotent (#533) 2026-06-15 12:44:44 +02:00
BudgetTest.php feat: add catch-all budgets (#527) 2026-06-15 16:07:19 +00:00
BudgetTransactionServiceTest.php feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
BulkUpdateTransactionsTest.php refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
CancelFreeEnableBankingConnectionsCommandTest.php Cancel Enable Banking connections for free users (#289) 2026-04-15 16:23:03 +02:00
CashflowAnalyticsTest.php fix(cashflow): bound trend window to prevent request timeout (#534) 2026-06-15 12:47:27 +02:00
CashflowPageTest.php feat(cashflow): add savings and period views (#424) 2026-05-25 16:41:00 +02:00
CatchAllBudgetTest.php feat: add catch-all budgets (#527) 2026-06-15 16:07:19 +00:00
CategoryMonthlyBreakdownTest.php feat(analysis): per-category 12-month spending drawer (#519) 2026-06-11 09:52:53 +02:00
CurrencyConversionServiceTest.php fix(currency): make rate fetching resilient to slow CDN (#502) 2026-06-08 09:10:38 +02:00
DashboardAnalyticsTest.php feat: expand parent categories inline in breakdowns (#486) 2026-06-04 11:19:21 +02:00
DashboardTest.php feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
DecryptTransactionsTest.php refactor(encryption): strip client-side transaction encryption (#514) 2026-06-20 16:13:26 +00:00
DeleteUserCommandTest.php Support soft-deleted users with reusable emails (#316) 2026-04-22 11:41:41 +01:00
DemoAccountRestrictionsTest.php feat(demo): gate demo account access behind a config flag (#580) 2026-06-22 11:01:27 +00:00
DisconnectBankingConnectionsCommandTest.php feat(banking): add command to disconnect connections by id (#497) 2026-06-06 11:16:01 +02:00
DiscordWebhookTest.php feat: add Discord admin feed for daily stats and Stripe events (#458) 2026-05-30 18:14:46 +02:00
EncryptionTest.php refactor(encryption): strip client-side transaction encryption (#514) 2026-06-20 16:13:26 +00:00
ExampleTest.php Install Pest 2025-11-07 12:01:58 +00:00
ExchangeRateServiceTest.php Fix PHP-LARAVEL-1V exchange rate cache race (#383) 2026-05-12 12:45:45 +02:00
GenerateStripePromotionCodesCommandTest.php feat(stripe): add promo code generator (#311) 2026-04-20 18:15:28 +01:00
IdorVulnerabilityTest.php refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
ImportDataTest.php fix: Apply automation rule labels on transaction creation and import (#79) 2026-01-27 11:11:29 +01:00
InertiaSharedDataTest.php refactor(ai): remove AiConsentSettings feature flag (#619) 2026-07-01 09:47:55 +02:00
IntegrationRequestTest.php feat(integration-requests): add done status and fix review command crash on orphaned author (#601) 2026-06-27 14:42:09 +00:00
LabelTest.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
LandingAuthOverrideTest.php feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
LoanTest.php feat(discord): enrich Stripe event messages and dedupe deliveries (#460) 2026-05-31 12:50:37 +02:00
LocalizationTest.php feat(i18n): add French translation support (#532) 2026-06-15 19:15:43 +02:00
LoggingConfigTest.php fix(logging): keep laravel.log writable across container UIDs (#451) 2026-05-29 15:10:50 +02:00
MailSenderTest.php Cancel Enable Banking connections for free users (#289) 2026-04-15 16:23:03 +02:00
NewTransactionsMarkerTest.php feat(transactions): make new-transaction marker cross-device (#611) 2026-06-29 19:11:37 +02:00
PlaintextTransactionsTest.php Remove plaintext-transactions feature flag & E2E references (#116) 2026-02-13 11:10:21 +01:00
PlanFeatureTest.php feat(ai): suggest automation rules during onboarding (#523) 2026-06-13 22:51:15 +02:00
PopoverSafeAreaTest.php fix: keep iOS popovers below the notch (#282) 2026-04-13 15:19:56 +01:00
PostStripeEventToDiscordTest.php fix(discord): skip zero-amount payment stats messages (#540) 2026-06-15 19:21:47 +02:00
PwaTest.php Harden browser storage and PostHog recording (#402) 2026-05-14 15:57:48 +02:00
ReEvaluateTransactionRulesTest.php fix(security): scope job-status endpoints to owner + feature-area fixes (#627) 2026-07-03 14:49:32 +02:00
RealEstateAvailabilityTest.php refactor(real-estate): remove Pennant gating (#308) 2026-04-20 13:31:49 +01:00
RealEstateTest.php feat(accounts): reorder accounts with drag-and-drop (#575) 2026-06-21 11:17:45 +02:00
ResendLeadVerificationEmailsCommandTest.php feat: resend verification emails to unverified leads (#287) 2026-04-15 09:13:27 +01:00
ResendSyncCommandTest.php feat: Sync new users to Resend contacts (#85) 2026-01-28 21:25:58 +01:00
ResendSyncLeadsCommandTest.php perf(resend): default sync-leads to last 24h window (#354) 2026-05-05 09:57:25 +01:00
RouteNotificationForMailTest.php fix(notifications): skip mail dispatch when recipient email is invalid (#387) 2026-05-13 09:47:50 +01:00
SavedFilterTest.php feat(analysis): project-aware transaction analysis (#513) 2026-06-09 15:32:07 +02:00
SelfServeRefundTest.php feat(subscriptions): trial/pricing A/B/C experiment (#600) 2026-06-27 18:00:15 +02:00
SendAiCohortReportCommandTest.php feat(stats): add --no-discord to the remaining report commands (#607) 2026-06-29 15:32:31 +02:00
SendAiConsentFollowUpEmailsCommandTest.php test(drip): deflake AI consent onboarding-grace boundary test (#625) 2026-07-03 07:06:20 +00:00
SendDailyStatsReportCommandTest.php feat(stats): add --no-discord to the remaining report commands (#607) 2026-06-29 15:32:31 +02:00
SendExperimentFunnelReportCommandTest.php feat(stats): add --no-discord flag to stats:experiment-funnel (#606) 2026-06-29 12:31:29 +02:00
SendStuckCohortReportCommandTest.php feat(stats): add --no-discord to the remaining report commands (#607) 2026-06-29 15:32:31 +02:00
SendSubscriptionFunnelReportCommandTest.php feat(stats): add --no-discord to the remaining report commands (#607) 2026-06-29 15:32:31 +02:00
SentryConfigTest.php ci: remove production deploy job (#574) 2026-06-20 18:17:14 +00:00
SentryUserMiddlewareTest.php Add Sentry user context (#348) 2026-05-04 13:26:50 +01:00
SetLocaleTest.php feat(i18n): add French translation support (#532) 2026-06-15 19:15:43 +02:00
SitemapTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
StripeSubscriptionStatsCommandTest.php feat: add Discord admin feed for daily stats and Stripe events (#458) 2026-05-30 18:14:46 +02:00
SubscriptionExperimentTest.php feat(subscriptions): trial/pricing A/B/C experiment (#600) 2026-06-27 18:00:15 +02:00
SubscriptionTest.php feat(paywall): require a plan when the user has accepted AI (#564) 2026-06-19 14:18:49 +00:00
SuggestionPersistenceTest.php feat(ai): suggest automation rules during onboarding (#523) 2026-06-13 22:51:15 +02:00
SyncBankingConnectionsCommandTest.php chore: Remove account-mapping feature flag (#252) 2026-04-01 12:09:22 +02:00
SyncStripePricesCommandTest.php fix(pricing): update final release prices (#288) 2026-04-15 14:49:02 +01:00
TrackLastActiveAtTest.php feat(users): track last login and last active timestamps (#516) 2026-06-10 11:01:30 +02:00
TransactionAnalysisTest.php fix(analysis): respect category types like the cashflow screen (#612) 2026-06-29 21:04:18 +02:00
TransactionFilterTest.php fix(transactions): prevent crash when sorting by nullable column (#501) 2026-06-06 17:23:21 +02:00
TransactionTest.php feat(transactions): default balance toggle on and apply it server-side (#566) 2026-06-19 15:01:04 +00:00
UserLeadTest.php feat: verify waitlist leads (#285) 2026-04-14 11:26:01 +01:00
WelcomeBanksOrderingTest.php feat(open-banking): remove feature flag gating (#297) 2026-04-17 10:20:05 +02:00